Where can I view my account activity?
You can view account activity (including purchases, subscription fees, dividends, and Stock-Back card1 transactions) both in the app and on the web.
To view in the app:
- Tap your initials on the top left-hand corner of the home screen.
- Scroll down to the View activity section.
- If you’d like to view your investment portfolio activity, tap Portfolio activity. If you’d like to view the activity in your Stash banking account, tap Bank account activity.
To view on the web:
- To view your investment portfolio activity, click on your name at the top right-hand corner of the screen and then select Portfolio activity.
- If you’d like to view your Stash banking account activity, simply click on Bank in the main navigation.
1Bank Account Services provided by Green Dot Bank, Member FDIC. Investment products and services provided by Stash Investments LLC, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. Investment products and services provided by Stash Investments LLC, not Green Dot Bank, and are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value.
Stash offers access to investment and banking accounts under each subscription plan. Each type of account is subject to different regulations and limitations. See the Advisory Agreement and the Deposit Account Agreement for more information.
Related questions View all Getting Started
Q. When will my trades get executed in my Smart portfolio?
Once your money has completed the transfer and arrived in your account, we’ll execute your trades. Typically, this takes 1-2 business days. Please note that a business day is Monday through Friday, excluding weekends and US market holidays. DISCLOSURES This type of account is a Discretionary Managed Account.…1
Q. Once I deposit money into my Smart portfolios, do I need to do anything?
Nope! We’ll handle the rest—this is smart investing, after all. You might want to consider investing (depositing money) regularly, though. That way your investments can grow through the magic of compound interest. DISCLOSURES This type of account is a Discretionary Managed Account.…0
Q. How much can I withdraw from my smart portfolio?
You can request a withdrawal from your smart portfolio for up to the total value of your Smart portfolio — minus any pending withdrawals. For example, if your Smart portfolio is worth $1,000, you can request a withdrawal for the full balance of $1,000 or any number up to $900.…0
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